Senior Associate, Investment Solutions Consultant
Core
Help financial professionals grow investment business by providing specialized product expertise, sales support, and practical guidance across a designated territory.
Role type
Senior Associate, Investment Solutions Consultant
Builds
Investment sales objectives and agent relationships
Domain
Financial Services / Investment Products
Deliverable
client delivery
Required skills
annuity product knowledge, mutual fund sales, case development, investment solution design, sales presentations, tax considerations, territory management, autonomous operation
Preferred skills
RICP, ChFC, CFP designations, Advanced Markets knowledge
Technologies
FINRA licensing systems
Responsibilities
Drive and exceed assigned territory and individual General Office investment sales objectives, Build and maintain strong business relationships with agents and field management, Provide case development, investment solution design, and sales support to agents, Introduce new product enhancements and communicate relevant investment concepts, Tailor product guidance to individual client needs and market conditions, Travel frequently throughout the assigned territory to support offices and agents